Solopreneur Sherpa Tax
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- Xero, Gusto, ADP, Paychex, Stripe
Who they say they serve: real estate, healthcare, technology (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Solopreneur Sherpa Tax | home page | |
| Website | https://solosherpatax.com/ | home page | |
| Office locality | Coeur d'Alene, ID | home page | |
| Phone | +12082669737 | home page | |
| Offers bookkeeping | Documented: ...and we’re eager to share what we’ve learned with fellow entrepreneurs. Explore… Bookkeeping We help you keep track of your company’s financial transactions, big or small, so you... | home page | |
| Monthly bookkeeping | Documented: ...business at all times. In conclusion, we are the people you want to speak to. Flat fee Monthly reconciliations Xero or Quickbooks Accounting Automation Quarterly financial... | /bookkeeping | 8 pts (max 8) |
| Payroll coordination | Documented: ...your business. Because we know you didn’t get into business to do your own bookkeeping, payroll, or taxes. Let us do that so you can get on with what really matters to you. We use... | /about-solopreneur-sherpa | 4 pts (max 4) |
| Industries served (documented) | real estate, healthcare, technology | home page | 5 pts (max 5) |
| Software supported | Xero, Gusto, ADP, Paychex, Stripe | /bookkeeping | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Christopher Royalty · CPA (self-reported to the IRS, not a state license) · business name on the record: Solopreneur Sherpa Tax | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Privacy / data-handling page | Documented: Privacy policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Idaho State Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Christopher Royalty under the business name 'Solopreneur Sherpa Tax' in Coeur D Alene, ID. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from Solopreneur Sherpa Tax's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.